Private Clients Executive

Job description

Job Title: Head of Private Clients

Location: Bristol (office based with regional travel)

Salary: £50,000 – £65,000

Benefits: Senior-level autonomy, future progression, long-term incentives

About the Company:

This independent chartered broker has built a standout reputation across commercial and specialist lines, with a fast-growing regional presence. Known for its entrepreneurial culture and investment in people, the business is now turning its focus to Private Clients as a key strategic growth area.

Role Summary:

This is a high-impact opportunity for someone ready to step out of a traditional HNW broking role and build something with lasting value. You’ll inherit a warm book of high-net-worth clients and work closely with regional offices to generate early momentum. As the proposition matures, you’ll shape the client experience, attract new business, and play a leading role in growing a dedicated team.

There’s serious runway here for someone ambitious - with meaningful involvement in shaping the department’s direction and long-term rewards tied to its success.

Key Responsibilities:

• Lead a portfolio of HNW clients: Deliver tailored, relationship-driven service
• Collaborate across the business: Generate referrals and raise internal awareness
• Grow the book: Develop new client relationships and establish your profile
• Help shape the department: Influence direction, proposition, and long-term growth
• Support team growth: Build and mentor as the business scales

Requirements:

• Strong experience working with HNW insurance clients
• A portable book of business or active HNW network
• Confidence working cross-functionally with commercial teams
• Strategic mindset with the drive to build and grow a proposition
• Open to travel across regional offices

If this role isn’t quite right, it’s still worth speaking to one of our specialist team - we may be working on something that hasn’t hit the market yet.

Related Job Titles: Private Client Account Executive, HNW Insurance Broker, Personal Lines Executive, Private Clients Manager, High Net Worth Insurance Advisor

Extra information

Status

Open

Education Level

Secondary School

Location

Greater Bristol Area

Type of Contract

Full-time jobs

Published at

04-02-2026

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English